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Retail Assistant Manager (Assistant Brand Experience Leader)-The Village at Knapps Crossi
Bath & Body Works
Grand Rapids, MI
No-cost mental health and well-being support through our Employee Assistance Program (EAP).
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Integrated Logistics Support Manager
Saab, Inc.
East Syracuse, NY
The ILS Project Manager will also conduct supportability analyses of field data and recommend system support modifications to improve system reliability and longevity, including through an…
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CC
Planning and Operations Analyst / Management Analyst 3
Century College
United States
- $28.75 to $42.16 USD / hour
…advanced analytical, financial, and organizational leadership to support the Facilities Department and the Finance and Administration Division. Working closely with the Director of…
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Research Scientist
Texas A&M Agrilife Research
Dallas, TX
As the nation’s largest most comprehensive agriculture program, Texas A&M AgriLife brings together a college and four state agencies focused on agriculture and life sciences within The…
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In-Home Hybrid Board Certified Behavior Analyst (BCBA)
Centria Autism
Baltimore, MD
Are you a BCBA looking for a workplace that values your expertise, offers strong clinical support, and provides real career growth? At Centria, we prioritize your success by eliminating…
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Center-Based Board Certified Behavior Analyst (BCBA)
Centria Autism
Fayetteville, NC
Are you a BCBA looking for a workplace that values your expertise, offers strong clinical support, and provides real career growth? At Centria, we prioritize your success by eliminating…
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Center-Based Board Certified Behavior Analyst (BCBA)
Centria Autism
Nottingham, MD
Are you a BCBA looking for a workplace that values your expertise, offers strong clinical support, and provides real career growth? At Centria, we prioritize your success by eliminating…
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Procurement Specialist Senior
Arizona Department of Administration
AZ
…and procedures established for the work system, perform as a lead specialist, decide the appropriate contracting method, and evaluates the risks associated with contracts. In addition, you…
Added 1 min ago
UO
SI Leader (Multiple Open Positions)
University of Arkansas, Fayetteville
United States
- $13 USD / hour
Supplemental Instruction (SI) Leaders in the Student Success Center support student learning by attending a targeted class, planning and facilitating out-of-class small group sessions…
Added 1 min ago
Director, Scheduling
IREN
Remote, United States
…integrating milestones across land and power, design, long-lead procurement, civil and vertical construction, energization, commissioning, IT fit-out and handover to…
Added 1 min ago
C
Security Engineer
Confido
New York, NY
- $190,000 to $240,000 USD / year
- Security powers Confido's growth - a security and compliance program that helps us win and keep enterprise customers instead of slowing deals down.
Added 1 min ago
Land Survey Project Manager
JT Engineering, Inc.
Green Bay, WI
…for a talented Land Survey Project Manager who is eager to lead projects, showcase their expertise, and help shape the future of our services. This role offers diverse project experiences,…
Added 1 min ago
HH
Senior Firmware Engineer
Hinge Health
San Francisco, CA
- $156,000 to $214,500 USD / year
…will help bring products from concept through production and support technology designed to reduce pain and improve the lives of our…
Added 2 mins ago
Event Center Coordinator
City of North Little Rock
North Little Rock, AR
Serves as the pace-setter, lead host, and relationship manager for clients, partners, and staff, ensuring a welcoming atmosphere while maintaining high operational standards. Plays a…
Added 2 mins ago
Grants and Contracts Administrator
Plymouth Housing Group
Seattle, WA
…integrity, and effective coordination across departments to support Plymouth’s mission to end homelessness. The role partners closely with Finance, Program teams, and the Quality,…
Added 2 mins ago
CR
Sales Manager (Part Time)
Carter's Retail Inc.
Ashland, KY
- Part-time
Advance You Program helps earn a GED or a bachelor’s degree tuition-free or learn English as a second language!
Added 2 mins ago
CR
Sales Manager (Part Time)
Carter's Retail Inc.
Mercedes, TX
- Part-time
Advance You Program helps earn a GED or a bachelor’s degree tuition-free or learn English as a second language!
Added 2 mins ago
CR
Sales Manager (Part Time)
Carter's Retail Inc.
West Covina-Mall, CA
- $20.75 to $24.75 USD / hour
- Part-time
Advance You Program helps earn a GED or a bachelor’s degree tuition-free or learn English as a second language!
Added 2 mins ago
CR
Sales Manager (Part Time)
Carter's Retail Inc.
Fort Smith, AR
- Part-time
Advance You Program helps earn a GED or a bachelor’s degree tuition-free or learn English as a second language!
Added 2 mins ago
CR
Sales Manager (Part Time)
Carter's Retail Inc.
Tupelo, MS
- Part-time
Advance You Program helps earn a GED or a bachelor’s degree tuition-free or learn English as a second language!
Added 2 mins ago
CR
Sales Manager (Part Time)
Carter's Retail Inc.
Noblesville, IN
- Part-time
Advance You Program helps earn a GED or a bachelor’s degree tuition-free or learn English as a second language!
Added 2 mins ago
CR
Sales Manager (Part Time)
Carter's Retail Inc.
Avon, OH
- $13.25 to $16.75 USD / hour
- Part-time
Advance You Program helps earn a GED or a bachelor’s degree tuition-free or learn English as a second language!
Added 2 mins ago
CR
Sales Manager (Part Time)
Carter's Retail Inc.
Burnsville, MN
- $16.25 to $20 USD / hour
- Part-time
Advance You Program helps earn a GED or a bachelor’s degree tuition-free or learn English as a second language!
Added 2 mins ago
CR
Sales Manager (Part Time)
Carter's Retail Inc.
Wilmington, NC
- Part-time
Advance You Program helps earn a GED or a bachelor’s degree tuition-free or learn English as a second language!
Added 2 mins ago
Lead Patient Service Specialist, Day Shift, Outpatient Imaging
Imaging Services
United States

National Charitable Services LLC

Client Service Manager II

Westlake, TX, United States

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Job details

Education: Bachelor’s degree
Experience: Bachelor’s degree required with at least 5 years of relevant work experience.
Posting language: English
Posted: Nov 9, 2026

Original job description

Fidelity will not provide immigration sponsorship for this position.

Job Description:

Have you ever considered a career that allows you to share your expertise in financial services with a passion for philanthropy? National Charitable Services performs philanthropic services to the largest donor advised fund in the world, Fidelity Charitable. Service Delivery and Operations supports money movement, client interactions as well as various oversight functions that enables our donors, advisors and non profit organizations accomplish their goals.

As part of operations, our job is to ensure that all the grants, contributions and money movement transactions are accounted for and accurately recorded. A lot of the daily work is managed through tools of Fidelity Investments, but our business model is unique! Every day we have thousands of interactions with our donors/advisors and non profit organizations. Operations is suited for those that enjoy having a regular, daily routine – but fair warning – it does get strained during our end of year busiest time – giving season.

The Operations Manager role is responsible for establishing, implementing, and executing on day-to-day operations of our beneficiary gift process. This role is key to our success in Service Delivery Operations, ensuring our controls are executed flawlessly each day. This role will train, coach and mentor the associates on the team, growing them to full contributors and preparing them for a future across Fidelity. Our goal is for associates to work on the team for up to 2-3 years and achieve a promotion before transitioning to another department.

The Expertise and Skills You Bring

Expertise in estate or beneficiary distributions or related processes.
Bachelor’s degree required with at least 5 years of relevant work experience.
Knowledge of the financial services and/or non-profit industry, specifically as it relates to estate or beneficiary processing.
Preferred experience or demonstrated proficiency in the areas of Risk Management, Compliance, Marketing, and Operations.
Effective verbal/written communication skills to influence, build consensus and integrate complex information;
Desire to coach, manage, develop, and lead others, building associate engagement to deliver outstanding business results.
Ability to own/improve business partner relationships and engage with vendors in a professional manner.
Ability to be a self-starter with a high degree of ownership and accountability for results, and ability to take initiative, learn quickly and think independently
Flexibility and adaptability will enable you to react constructively and with a positive demeanor to multiple and shifting priorities, unexpected events, and seasonal demands
Lead quality and timely work to meet the needs of a wide range of donors, advisors and non profit organizations; ensure efficient distribution of work to meet processing, special handling, and issue resolution standards; create and sustain a team focus on quality and continual process improvement; serve as initial point of escalation for service issues.
Continually evaluate work distribution and performance. Design and generate reports to measure and communicate the teams’ progress against KPIs/metrics, and handle workflow and productivity.

How Your Work Impacts the Organization The Fidelity Charitable Gift Fund (Fidelity Charitable) is a public charity that sponsors the largest national donor-advised fund program. Since 1991, Fidelity Charitable has introduced tens of thousands of donors to the benefits - and increased charitable impact - of using a donor-advised fund to meet their philanthropic goals. Fidelity Charitable is governed by an independent Board of Trustees, which has hired Fidelity Investments as the service provider to the charity.

Join Us At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employee's Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don’t need a finance background to succeed at Fidelity - we offer a range of opportunities for learning so you can build the career you’ve always imagined. Fidelity’s Onsite Working Model Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.

Certifications:

Category:

Client ServicePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.

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Skills

Business model
Risk management
Regulatory compliance
Communication skills
Lead others
Adaptability
Process improvement
Workflow
Securities

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